Milestones Planning

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

What Will You Do With Your Bonus or Windfall? This article examines one's options when receiving a work bonus or other financial windfalls.

A day well spent giving back to the community we’re lucky to call home. 💙

Caitlin, Brady, Julia and Mikal recently joined Cedar Valley Young Professionals (CVYP) for a Community Impact Day with Iowa Heartland Habitat for Humanity, rolling up their sleeves and helping with a local home build!

We’re always grateful for opportunities to step outside the office, connect with other young professionals and invest a little time back into the Cedar Valley. 🏠🔨

Thanks to CVYP and Habitat for Humanity for bringing our community together for such a meaningful day!

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Retirement Plan Detectives Watch this fun video for tips on how to search for missing money.

With great wealth comes even greater questions. Learn more in our article.

What To Do When Your Income Reaches 7 Figures Preserve your high net worth with these foundational tips.

As we step into a new season, it's the perfect time to rediscover the benefits of annuities. Whether you're planning for retirement or managing your estate, annuities can offer valuable support in securing your financial future. Ready to explore your options? We're here to help you get started.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Just a moment...

Big miles & even better views. 🏃‍♂️⛰️

Brady traded the office for the mountains this weekend and took on the Boulder Half Marathon in Colorado!

We’re always cheering on our team in and outside of the office, and this one definitely deserves some recognition. 13.1 miles at altitude is no small feat!

Way to go, Brady! 👏🏼🏅

Do you have a will? Is it updated?

When Do You Need a Will? When do you need a will? The answer is easy: Right Now.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Credit Card Payoff Find out how long it may take to pay off a credit card balance and what it costs in interest.

Putting off life insurance? Check out this article to see how it pays to plan ahead.https://s3.amazonaws.com/static.contentres.com/media/documents/947e302b-145e-4079-ba9c-4c34c5c08b77.pdf